Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.02%
2 IWC 0.01%
3 DFAT 0.00%
4 DFAS 0.00%
5 DFSV 0.00%
6 DFUV 0.00%
7 DFSU 0.00%
8 DFAC 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Gendell Jeffrey L 1.64M (12.97%) 0.00
Increased by 0.00%
Jun 30, 25
2 Dimensional Fund Advisors, Inc. 1.17M (9.25%) 3.55K
Increased by +0.30%
Jun 30, 25
3 West Chester Capital Advisors Inc 943.30K (7.48%) 40.95K
Increased by +4.34%
Jun 30, 25
4 Vanguard Group Inc 780.93K (6.19%) 58.55K
Increased by +7.50%
Jun 30, 25
5 Renaissance Technologies Corp 582.78K (4.62%) 12.60K
Increased by +2.16%
Jun 30, 25
6 Oppenheimer & Close Inc 352.58K (2.80%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fourthstone LLC 297.40K (2.36%) 297.40K
Increased by +100.00%
Sep 30, 23
8 EWA, LLC 238.82K (1.89%) 238.82K
Increased by +100.00%
Jun 30, 25
9 Bridgeway Capital Management, LLC 206.18K (1.64%) 1.59K
Increased by +0.77%
Jun 30, 25
10 BlackRock Inc 139.89K (1.11%) -2.41K
Decreased by -1.72%
Jun 30, 25
11 Geode Capital Management, LLC 139.61K (1.11%) 1.57K
Increased by +1.12%
Jun 30, 25
12 Empowered Funds, LLC 102.81K (0.82%) 1.59K
Increased by +1.55%
Jun 30, 25
13 Angel Oak Capital Advisors, LLC 100.00K (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
14 Lesa Sroufe & Company Inc 100.00K (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
15 BHZ Capital Management, LP. 76.28K (0.61%) 0.00
Increased by 0.00%
Dec 31, 23
16 John G Ullman & Associates Inc 67.23K (0.53%) -162.76K
Decreased by -242.11%
Jun 30, 25
17 Minerva Advisors LLC 58.20K (0.46%) 0.00
Increased by 0.00%
Jun 30, 25
18 Dryden Capital, LLC 43.37K (0.34%) -6.28K
Decreased by -14.48%
Jun 30, 24
19 Abacus Planning Group Inc 42.51K (0.34%) 0.00
Increased by 0.00%
Jun 30, 25
20 PNC Financial Services Group Inc 38.47K (0.31%) -40.00K
Decreased by -103.97%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 458.12K (3.63%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 448.33K (3.56%) -9.80K
Decreased by -2.19%
Jul 31, 25
3 DFA US Small Cap Value I 324.79K (2.58%) 0.00
Increased by 0.00%
Jul 31, 25
4 DFA US Small Cap I 196.62K (1.56%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard Institutional Extnd Mkt Idx Tr 161.00K (1.28%) -73.36K
Decreased by -45.57%
Jul 31, 25
6 DFA US Targeted Value I 127.99K (1.02%) 0.00
Increased by 0.00%
Jul 31, 25
7 DFA US Micro Cap I 111.29K (0.88%) 0.00
Increased by 0.00%
Jul 31, 25
8 EA Bridgeway Omni Small-Cap Value ETF 103.26K (0.82%) 0.00
Increased by 0.00%
Aug 29, 25
9 Dimensional US Targeted Value ETF 93.75K (0.74%) 0.00
Increased by 0.00%
Aug 29, 25
10 Fidelity Extended Market Index 84.28K (0.67%) -693.00
Decreased by -0.82%
Jul 31, 25
11 Vanguard Balanced Index Inv 82.55K (0.65%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity® Extended Market Index 78.47K (0.62%) 0.00
Increased by 0.00%
Nov 30, 23
13 Bridgeway Omni Small-Cap Value 77.90K (0.62%) 0.00
Increased by 0.00%
Jun 30, 25
14 Bridgeway Omni Small-Cap Value N 77.90K (0.62%) 0.00
Increased by 0.00%
Jun 30, 25
15 Dimensional US Small Cap ETF 40.11K (0.32%) 0.00
Increased by 0.00%
Aug 29, 25
16 Dimensional US Marketwide Value ETF 30.97K (0.25%) 0.00
Increased by 0.00%
Aug 29, 25
17 iShares Micro-Cap ETF 30.70K (0.24%) 0.00
Increased by 0.00%
Aug 31, 25
18 Bridgeway Ultra-Small Company Market 24.17K (0.19%) 0.00
Increased by 0.00%
Jun 30, 25
19 DFA US Core Equity 2 I 21.82K (0.17%) 0.00
Increased by 0.00%
Jul 31, 25
20 Fidelity Series Total Market Index 21.22K (0.17%) 0.00
Increased by 0.00%
Jul 31, 25